There isn't anything you don't know once you have a tax return. Listen
Transparency is the key, it's about letting people know up front what you do and how you are compensated
ListenTying the estate planning process to other life events and milestones is a great way to keep the focus on the bigger goal estate planning looks to address.
ListenGreat marketing is about helping someone move away from pain and towards pleasure.
ListenIt takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
ListenThere is more to tax efficient investing than simply choosing an ETF.
ListenEvery advisor should be creating content of some kind
ListenHard work matters. Success is about having great systems and then relentlessly executing.
ListenAsking questions often makes people defensive, but there are other ways to get people to open up.
ListenReal estate comes with a lot of tax nuance but with the right help can provide tremendous value.
ListenRequesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.
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